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Professional Financial Jobs in Tennessee (NOW HIRING)

Studies and verifies accurate financial information. * Handles routine complaints and questions regarding professional finance-related issues. * Researches and resolves financial-related problems.

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Under general direction, performs a wide variety of complex, difficult, and specialized advanced level professional financial, accounting, analytical, and administrative duties in support of the Grid ...

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Professional Financial information

What does a professional financial do?

A Professional Financial, often referred to as a financial advisor or financial planner, assists individuals and businesses in managing their finances. Their responsibilities include helping clients with budgeting, investments, retirement planning, tax strategies, and risk management. They analyze financial data, set financial goals, and recommend suitable products or strategies to help clients grow and protect their wealth. Professional Financials may work independently, for financial institutions, or as part of a larger advisory firm.

What are some common challenges professional financials face when working with clients, and how can they be addressed?

Professional Financials often encounter challenges such as managing diverse client expectations, staying updated with regulatory changes, and communicating complex financial concepts clearly. Building strong relationships through regular, transparent communication can help earn client trust and clarify their goals. Additionally, staying informed about the latest industry updates and continuously refining communication skills are essential for delivering high-quality service and maintaining compliance.

What are the key skills and qualifications needed to thrive as a professional financial, and why are they important?

To thrive as a Professional Financial, you need strong analytical abilities, financial modeling expertise, and a relevant degree such as finance, accounting, or economics. Familiarity with financial software like Excel, QuickBooks, or Bloomberg Terminal, and certifications such as CFA or CPA, are typically important. Outstanding communication, attention to detail, and problem-solving skills set top professionals apart in this field. These competencies are crucial for making informed decisions, managing client portfolios, and ensuring regulatory compliance.

What is the difference between Professional Financial vs Financial Analyst?

AspectProfessional FinancialFinancial Analyst
Required CredentialsTypically requires a degree in finance, accounting, or related field; certifications like CFA or CPA are commonOften requires a degree in finance, economics, or related field; CFA certification is advantageous but not always mandatory
Work EnvironmentWorks in corporate finance departments, financial consulting firms, or investment firmsWorks in investment banks, asset management firms, or corporate finance teams
Employer & Industry UsageUsed across various industries including banking, insurance, and corporate sectorsPrimarily found in investment banking, asset management, and financial services

While both roles involve financial analysis, a Professional Financial often has broader responsibilities in corporate finance and strategic planning, whereas a Financial Analyst typically focuses on analyzing investment opportunities and market data. The roles overlap in credentials and work environments, but their specific functions and industry focus differ.

What are good professional financial careers?

Professional financial careers include roles such as financial analyst, accountant, financial planner, investment banker, and risk manager. These positions typically require strong analytical skills, proficiency with financial software, and relevant certifications like CFA or CPA. They often involve working in banks, investment firms, or corporate finance departments and may require a bachelor's degree or higher in finance, accounting, or related fields.

What are the most commonly searched types of Financial jobs in Tennessee?

The most popular types of Financial jobs in Tennessee are:

What cities in Tennessee are hiring for Professional Financial jobs?

Cities in Tennessee with the most Professional Financial job openings:

Customer Service Representative

Professional Financial Services

Murfreesboro, TN โ€ข On-site

$14 - $19.25/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

New


Job description

Description

Do you take pride in having exceptional communication skills? Are you comfortable providing noteworthy customer service and building relationships along the way? 

Your skills could be used to work hand in hand in assisting our customers. With this role, you will have the opportunity to help them through their automobile financing needs both over the phone and in person.  

If you are ready to make a difference, join an enthusiastic team and start a lifelong career, โ€œCome Begin Your Storyโ€ as a Customer Service Representative

Professional Financial Services (PFS) has been purchasing retail installment contracts for new and used automobiles, trucks and motorcycles originated by franchise and independent vehicle dealers since 1995.  We have branches in 12 different states.     

Youโ€™ll know you are a successful Customer Service Representative when you: 

  • Provide outstanding customer service and problem resolution 
  • Perform collection activities on delinquent accounts 
  • Assist with insurance verifications  
  • Perform Welcome Calls  
  • Act as back up to our Administrative Assistant to receive loan payments and fund loans 
  • Perform Skip Tracking and other locate activities 

You could be a great addition as Customer Service Representative if you have: 

  • Previous customer service and/or collections experience 
  • A valid state driverโ€™s license, with an acceptable driverโ€™s record 
  • Access to a reliable automobile for work use 

Keep in mind that we provide: 

  • An EXCELLENT benefits bundle that includes medical insurance (minimal cost to the employee), dental, vision, life insurance, short-and long-term disability, profit sharing, 401k with company matching, and paid sick, holiday, and vacation time. 
  • Monthly Bonus Potential โ€“ You have the ability to earn a monthly bonus when your team meets your Company set goals! 
  • Community Service - As a company, we are pro-active members of the community. We make ongoing contributions to charities, local food banks, educational institutions and more. 
  • Growth Potential- We believe in fostering our employeesโ€™ talents and providing a pathway for their individual career story. 
  • TOP-of-the-line training that includes hands-on training, online training, and new hire class orientation.  We are committed to helping you build a solid foundation and do your job to the best of your abilities.   

Come Begin Your Story! Apply Today!